Create a report

Reports turn project data into something you can hand to a client or a stakeholder. Open Reports and click to create one.

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The create panel

Choose a starting point: Blank Report — “Start from scratch with an empty canvas”. You add every widget yourself. Templates — pre-built layouts listed beneath. A template creates a report with widgets already placed, which you then adjust. Faster than starting blank and easier to standardize across clients. Then fill in: Because the name is visible to recipients, put the period in it. Monthly SEO Report alone becomes ambiguous the moment you have three of them.

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What happens next

The report is created and opens in the editor, where you add and arrange widgets. A default report is also created automatically when a project is created, so a new project already has one to work from.

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Reports are built on live project data

A report doesn’t contain a copy of your data — its widgets read from the project when the report is viewed, for the date range set on the report. Two consequences:

• A report stays current. Open one from three months ago and its widgets show today’s data for the configured range, not what they showed then.
• Deleting the project destroys the report. There’s no independent snapshot to fall back on.

To freeze a moment, export a PDF.

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Duplicating

The report list has a Duplicate action. This is the practical way to run monthly reporting: build one report properly, then duplicate it each period and change the name and date range rather than rebuilding the layout. Duplicating is also how you reuse a layout across projects within your own workflow — build it once, duplicate, adjust.

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Deleting

Delete from the list or from Report settings. Confirmation warns: “This will permanently remove all pages, widgets, and share links. This action cannot be undone.” Any share links you’ve distributed stop working immediately.

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Empty state

No reports yet — “Create a report to visualize your SEO data with custom widgets”.

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Next steps